POWERED BY MOMENTUM MEDIA
FOFA
Financial planning
As we edge closer to 1 July 2013, Fiona Mackenzie encourages practices to look at how fit for FOFA they are and what they can do to become FOFA-ready....
Editorial
If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...
Financial planning
ASIC points to conflicted, commission-driven culture at Commonwealth Financial Planning five years ago....
Financial planning
Ibbotson will expand its presence into the retail financial advisory space as it seeks to sign more financial planning groups to its implemented model portfolios offering...
Financial planning
Money Management/FPA breakfast will debate the planning policy issues before, during and after the Federal Election at an upcoming Thought Leadership breakfast....
Financial planning
Legal advisory firm The Fold has moved to enhance the availability of its FOFA White Pages offering into an online product....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Editorial
The appeals of the FPA for a further extension of the TASA implementation seemed to be falling on deaf ears, with the Assistant Treasurer, David Bradbury, seeming determi...
Financial planning
FPA chief executive Mark Rantall has written to all Federal Parliamentarians urging them not to simply wave through the TASA legislation....
Financial planning
It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...
Editorial
As the curtain comes down on the current Parliament, financial services players are left to wonder whether the Government should not have just stuck to the script reflect...
Financial planning
The Federal Opposition will fight for changes to the TASA timetable in Parliament, but will revisit the issue post-election if the Parliamentary battle fails....
Financial planning
FPA points to tertiary qualifications discrepancy in Treasury TASA documents....
Financial planning
Research house Lonsec has joined with actuarial consulting firm Milliman to launch a new service aimed at the Australian retirement income market....
Financial planning
One of the most often overlooked areas of financial planning when it comes to improving the overall efficiency is the quality of data and record-keeping, according to Fid...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...